Pulling SEC filings + quote and writing the call…

SIGNET JEWELERS LTD
Next earnings Aug 31, 2026 · consensus $1.74 EPS, $1.54B rev
Last earnings +3.7% on 2026-06-02
Debt-free balance sheet and cheap 12x P/E offset a stagnant top line and a Q4 same-store sales decline — own it, don't chase it.
Sources: SEC EDGAR (CIK 0000832988, latest 10-Q filed 2026-06-02) · EODHD · analysis by claude-code · as of 6/25/2026, 1:38:52 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Middling fundamentals offset by an attractive price (~222% below fair value) — worth a look on the value angle.
Signet is a high-quality, capital-light retailer trading at a defensible but uninspiring valuation. The FY2026 print looks dazzling on the surface — net income up 381% to $294M and diluted EPS up 974% to $7.08 — but that reflects a base effect off a depressed FY2025 ($61.2M net income) rather than a true growth inflection. Revenue of $6.81B was only +1.6% YoY and remains well below FY2022's $7.83B peak, and the 10-K's own Q4 commentary confirms the soft trajectory: total sales -0.3%, same-store sales -0.7%, with low single-digit declines in both bridal and fashion. The Fiscal 2027 same-store sales guide of -1.25% to +2.5% essentially codifies stagnation as the base case.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $7.83B | $7.84B | $7.17B | $6.70B | $6.81B |
| Gross profit | $3.12B | $3.05B | $2.83B | $2.63B | $2.69B |
| Operating income | $903M | $605M | $622M | $111M | $393M |
| Net income | $770M | $377M | $810M | $61.2M | $294M |
| Diluted EPS | $12.22 | $6.64 | $15.01 | -$0.81 | $7.08 |
| Net margin | 9.8% | 4.8% | 11.3% | 0.9% | 4.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Item 8.01 other event disclosure; no material financial impact specified.
Q1 FY27 10-Q filed; guides FY27 SSS -1.25% to +2.5%, tariff mitigation in focus.
Q1 FY27 10-Q filed; guides FY27 SSS -1.25% to +2.5%, tariff mitigation in focus.
Annual proxy: routine director elections, exec comp and auditor ratification.
Executive officer change (Item 5.02) disclosed; leadership transition underway.
FY26 10-K: net income $294M vs $61M, $875M cash, $545M buyback authorization left.
FY26 10-K: net income $294M vs $61M, $875M cash, $545M buyback authorization left.
Preliminary holiday/Q4 results furnished; signaled positive peak-season performance.
Q3 FY26 10-Q filed pre-holiday; ongoing Grow Brand Love strategy execution.
1047 tracked peers · median
| 2026-05-22 | Wilson Donta L Director | Award | 8.83 | |
| 2026-05-22 | Ulasewicz Eugenia Director | Award | 8.83 | |
| 2026-05-22 | Tilzer Brian A Director | Award | 8.83 | |
| 2026-05-22 | Reardon-Sayer Nancy Director | Award | 8.83 | |
| 2026-05-22 | MCCOLLAM SHARON Director | Award | 8.83 | |
| 2026-05-22 | McCluskey Helen Director | Award | 16.55 | |
| 2026-05-22 | Hicks Zackery A Director | Award | 8.83 | |
| 2026-05-22 | Graf R. Mark Director | Award | 8.83 |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.